Institutional Investor

Warren Leet, RP®, AIF®

Director – Wealth Management Advisor Partner Services

Warren Leet is a Senior Advisor Partner Associate for Unified Trust Company. He joined Unified Trust Company in 2009 and has more than 10 years of experience in financial services. Mr. Leet earned a Bachelor of Arts in Economics with a minor in Finance from Western Kentucky University in Bowling Green, KY. He has received a Registered Paraplanner (RP®) and Accredited Investment Fiduciary™ designations.

Mr. Leet acts as the primary point of contact for independent Advisor Partners from around the country that work with, and refer clients to, Unified Trust. He is responsible for delivering a high level service model to existing Advisor Partners as well as the cultivation of new Advisor Partners relationships.

Products and services offered by Unified Trust Company, N.A. are not insured by the FDIC, are not a deposit or other obligation of, or guaranteed by, Unified Trust Company, N.A., and are subject to investment risks, including possible loss of the principal amount invested.